Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q2 2026 (June 30)892holders +63
109new positions
43sold out
6famous investors
$67.95avg. 13F price*
At the end of Q2 2026, 892 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 63 from Q1 2026. 109 opened new positions and 43 sold out. The largest holders were Envestnet Asset Management Inc. ($7.7B), LPL Financial LLC ($3.3B) and First Command Advisory Services, Inc. ($2.0B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q2 2026)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $262.9M |
| Exits | 43 | $47.4M |
All 13F filers, Q1 2026 → Q2 2026: 46,942,582 shares bought and 6,221,427 shares sold, net +40,721,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 892 holders
| Envestnet Asset Management Inc. | 1.81% | Add +3.8% | 113,045,712 | $7.7B |
| LPL Financial LLC | 0.75% | Add +11.4% | 48,787,074 | $3.3B |
| First Command Advisory Services, Inc. | 12.09% | Add +2.3% | 29,895,099 | $2.0B |
| BlackRock, Inc. | 0.02% | Reduce -2.6% | 23,992,247 | $1.6B |
| JPMorgan Chase & Co. | 0.09% | Add +2.5% | 23,668,393 | $1.6B |
| Morgan Stanley | 0.07% | Add +10.7% | 19,225,934 | $1.3B |
| Ameriprise Financial Inc. | 0.22% | Add +1.2% | 16,214,480 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.55% | Add +14.5% | 15,169,385 | $1.0B |
| Bank of America Corp. | 0.06% | Add +9.0% | 12,731,867 | $865.9M |
| Dynasty Wealth Management, LLC | 5.91% | Add +5.6% | 11,684,774 | $794.7M |
| MML Investors Services, LLC | 1.27% | Add +26.2% | 9,131,187 | $621.0M |
| Raymond James Financial Inc. | 0.15% | Add +17.4% | 8,352,926 | $568.1M |
| Cetera Investment Advisers | 0.49% | Add +5.7% | 7,874,124 | $535.5M |
| Park Avenue Securities LLC | 3.26% | Add +3.0% | 7,687,097 | $522.8M |
| Envestnet Portfolio Solutions, Inc. | 2.17% | Add +1.4% | 6,665,461 | $453.3M |
| Sagespring Wealth Partners, LLC | 6.77% | Add +3.4% | 6,481,606 | $440.8M |
| Wells Fargo & Company | 0.07% | Add +27.4% | 5,677,609 | $386.1M |
| Commonwealth Equity Services, LLC | 0.42% | Add +4.9% | 4,912,649 | $334.1M |
| Merit Financial Group, LLC | 1.91% | Add +34.8% | 4,521,035 | $307.5M |
| NewEdge Advisors, LLC | 0.88% | Reduce -0.1% | 4,366,134 | $296.9M |
| Janney Montgomery Scott LLC | 0.57% | Add +3.4% | 4,364,364 | $296.8M |
| OneDigital Investment Advisors LLC | 2.27% | Add +4.5% | 3,957,034 | $269.1M |
| Osaic Holdings, Inc. | 0.31% | Add +12.4% | 3,872,962 | $263.5M |
| Sofi Wealth, LLC | 10.38% | Add +5.0% | 3,791,928 | $257.9M |
| Bank of New York Mellon Corp | 0.04% | Add +4.7% | 3,743,858 | $254.6M |
| Royal Bank of Canada | 0.04% | Add +17.5% | 3,601,913 | $245.0M |
| OpenArc Corporate Advisory, LLC | 2.89% | Add +7.6% | 3,574,841 | $243.1M |
| Jones Financial Companies LLLP | 0.08% | Add +46.3% | 3,090,804 | $204.5M |
| Foundations Investment Advisors, LLC | 2.08% | Add +10.3% | 2,970,337 | $202.0M |
| Arax Advisory Partners | 1.34% | Add +137.5% | 2,961,917 | $201.4M |
| Stifel Financial Corp. | 0.16% | Add +12.6% | 2,771,211 | $188.5M |
| Sanctuary Advisors, LLC | 0.84% | Add +8.5% | 2,669,958 | $181.6M |
| Equitable Holdings, Inc. | 1.04% | Add +17.0% | 2,561,010 | $174.2M |
| JB Capital LLC | 5.95% | Add +1.4% | 2,526,004 | $171.8M |
| UBS Group AG | 0.02% | Add +6.2% | 2,226,279 | $151.4M |
| Parallel Advisors, LLC | 2.30% | Add +3.9% | 2,216,869 | $150.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.28% | Add +409.6% | 2,155,320 | $146.6M |
| FORM Wealth Advisors, LLC | 16.06% | Reduce -5.3% | 2,147,451 | $146.0M |
| Thrivent Financial for Lutherans | 0.23% | Add +5.9% | 1,955,651 | $132.8M |
| Stratos Wealth Partners, LTD. | 1.34% | Add +1.9% | 1,944,759 | $132.3M |
| United Capital Financial Advisors, LLC | 0.69% | Add +4.3% | 1,829,101 | $124.5M |
| Integrated Wealth Concepts LLC | 0.79% | Add +0.2% | 1,769,371 | $120.3M |
| Assetmark, Inc. | 0.19% | Reduce -2.3% | 1,663,733 | $113.2M |
| Advocacy Wealth Management, LLC | 3.65% | Reduce -1.4% | 1,478,143 | $100.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.31% | Add +40.0% | 1,451,696 | $98.8M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +3.2% | 1,366,392 | $92.9M |
| AE Wealth Management LLC | 0.43% | Add +3.9% | 1,365,967 | $92.9M |
| Cerity Partners LLC | 0.11% | Add +1.1% | 1,341,644 | $91.2M |
| Truist Financial Corp. | 0.10% | Add +19.0% | 1,286,834 | $87.5M |
| IHT Wealth Management, LLC | 1.85% | Add +29.4% | 1,281,560 | $87.2M |
| Vise Technologies, Inc. | 0.98% | Add +166.8% | 1,272,182 | $86.5M |
| Private Advisor Group, LLC | 0.37% | Reduce -5.1% | 1,186,443 | $80.7M |
| Atria Investments, Inc | 0.76% | Add +5.9% | 1,114,211 | $75.8M |
| Ascent Group, LLC | 2.26% | Add +4.0% | 1,111,944 | $75.6M |
| HighTower Advisors, LLC | 0.07% | Add +32.5% | 1,109,688 | $75.5M |
| Stratos Investment Management, LLC | 2.70% | Add +1.2% | 1,098,761 | $74.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.51% | Add +3.4% | 1,043,867 | $71.0M |
| Eastern Bank | 1.07% | Add +3.6% | 1,024,706 | $69.7M |
| BlueStem Wealth Partners, LLC | 6.84% | Reduce -13.4% | 1,010,013 | $68.7M |
| CreativeOne Wealth, LLC | 1.48% | Reduce -1.4% | 1,005,732 | $68.4M |
| Icon Wealth Advisors, LLC | 4.08% | Add +0.4% | 996,280 | $67.8M |
| Shah Wealth Advisors, LLC | 15.60% | — | 993,630 | $67.6M |
| Kestra Advisory Services, LLC | 0.21% | Add +7.8% | 935,568 | $63.6M |
| Mgo One Seven LLC | 1.01% | Add +2.4% | 899,028 | $61.1M |
| Tsfg, LLC | 7.69% | Add +8.9% | 898,053 | $61.1M |
| High Probability Advisors, LLC | 6.41% | Add +6.0% | 881,484 | $59.9M |
| Shepherd Financial Partners LLC | 4.83% | Add +4.0% | 864,111 | $58.8M |
| Vestmark Advisory Solutions, Inc. | 0.53% | Add +41.2% | 824,650 | $56.1M |
| Tennessee Valley Asset Management Partners | 6.04% | Add +2.1% | 805,223 | $54.8M |
| Tulsa Wealth Advisors, INC | 7.70% | Reduce -0.1% | 803,921 | $54.7M |
| Triad Wealth Partners, LLC | 3.24% | Add +33.7% | 798,464 | $54.6M |
| &partners | 0.22% | Add +37.0% | 797,304 | $54.4M |
| MA Private Wealth | 8.02% | Add +1.2% | 791,623 | $53.8M |
| Embree Financial Group | 5.26% | Add +23.0% | 771,583 | $52.5M |
| Barings LLC | 0.97% | Add +58.6% | 765,431 | $52.1M |
| Steward Partners Investment Advisory, LLC | 0.27% | Reduce -2.8% | 763,636 | $51.9M |
| Bluespring Wealth Management, LLC | 0.99% | New | 757,373 | $51.5M |
| Sharkey, Howes & Javer | 6.16% | Reduce -0.1% | 749,348 | $51.0M |
| CFO4Life Group, LLC | 6.67% | Reduce -0.2% | 727,641 | $49.5M |
| Ameritas Advisory Services, LLC | 0.99% | Add +219.8% | 716,491 | $48.7M |
| Ullmann Wealth Partners Group, LLC | 4.28% | Add +11.3% | 692,851 | $47.1M |
| Spinnaker Trust | 2.25% | Add +15.2% | 682,844 | $46.4M |
| West Wealth Group, LLC | 7.53% | Add +4.2% | 676,626 | $46.0M |
| Wealth Alliance, LLC | 3.83% | Add +22.6% | 672,554 | $45.7M |
| Hennion & Walsh Asset Management, Inc. | 1.29% | New | 664,010 | $45.2M |
| Scarborough Advisors, LLC | 5.03% | Reduce -1.2% | 657,439 | $43.8M |
| Intelligence Driven Advisers, LLC | 6.99% | Add +1.2% | 633,034 | $43.1M |
| Horst & Graben Wealth Management LLC | 5.61% | Add +0.0% | 631,465 | $42.6M |
| Farther Finance Advisors, LLC | 0.33% | Add +0.4% | 623,332 | $42.4M |
| Macro Advisors, Inc. | 13.46% | Add +18.1% | 620,781 | $42.2M |
| Modern Wealth Management, LLC | 0.50% | Add +95.4% | 619,141 | $42.1M |
| McMorgan & Co. LLC | 6.15% | Reduce -4.9% | 600,654 | $40.9M |
| Eq LLC | 10.02% | Reduce -4.4% | 599,790 | $40.8M |
| Stone House Investment Management, LLC | 5.34% | Add +2.8% | 590,312 | $40.1M |
| Prosperity Consulting Group, LLC | 1.50% | Add +5846.6% | 584,555 | $39.8M |
| Orion Porfolio Solutions, LLC | 0.30% | Add +5.6% | 579,581 | $39.4M |
| Perigon Wealth Management, LLC | 0.62% | Reduce -0.5% | 574,745 | $39.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +9.8% | 571,057 | $38.8M |
| Keystone Financial Group | 2.29% | Add +4.5% | 566,968 | $38.6M |
| GeoWealth Management, LLC | 1.20% | Add +33.2% | 560,438 | $38.1M |
| Global Retirement Partners, LLC | 0.58% | — | 559,274 | $38.0M |
| Weil Company, Inc. | 6.70% | Add +71.7% | 559,021 | $38.0M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +14.2% | 555,983 | $37.8M |
| Capital Analysts, LLC | 0.87% | Add +3.8% | 552,168 | $37.6M |
| Prudential PLC | 0.25% | No change | 547,900 | $37.3M |
| Integrity Alliance, Llc. | 1.16% | Reduce -9.3% | 543,366 | $37.0M |
| Frisch Financial Group, Inc. | 6.25% | Add +31.0% | 535,996 | $36.5M |
| Madison Wealth Partners, Inc | 4.61% | Reduce -12.6% | 532,715 | $36.2M |
| Avid Wealth Partners LLC | 17.41% | Add +1.6% | 528,692 | $36.0M |
| CFS Investment Advisory Services, LLC | 2.39% | Reduce -9.6% | 533,175 | $35.8M |
| SteelPeak Wealth, LLC | 0.91% | Add +0.8% | 507,775 | $34.5M |
| Unique Wealth, LLC | 3.99% | Add +7.1% | 503,832 | $34.3M |
| Insight Wealth Strategies, LLC | 3.23% | Add +3.1% | 489,757 | $33.1M |
| Principal Securities, Inc. | 0.39% | Add +12.6% | 481,587 | $32.8M |
| Vertex Planning Partners, LLC | 4.83% | Add +25.6% | 478,583 | $32.5M |
| One Wealth Advisors, LLC | 3.45% | Reduce -0.6% | 459,902 | $31.3M |
| Buttonwood Financial Group, LLC | 17.85% | Reduce -13.1% | 459,161 | $31.2M |
| MAI Capital Management | 0.12% | Add +5.6% | 458,632 | $31.2M |
| Physician Wealth Advisors, Inc. | 3.69% | Add +4.4% | 454,810 | $30.9M |
| KWB Wealth | 2.61% | Reduce -43.6% | 448,242 | $30.5M |
| PAX Financial Group, LLC | 4.53% | Add +4.1% | 447,980 | $30.5M |
| Presidio Capital Management, LLC | 7.57% | Reduce -39.4% | 445,207 | $30.3M |
| Patton Albertson Miller Group, LLC | 3.00% | Reduce -0.6% | 443,571 | $30.2M |
| Detalus Advisors, LLC | 5.84% | Add +4.3% | 440,877 | $30.0M |
| Strategies Wealth Advisors, LLC | 2.63% | Add +195.6% | 431,577 | $29.4M |
| Cypress Wealth Services, LLC | 3.60% | Add +5.1% | 430,577 | $29.3M |
| Bishop & Co Investment Management, LLC | 9.00% | Add +0.8% | 430,033 | $29.2M |
| Stonebrook Private Inc. | 5.30% | Reduce -1.3% | 427,221 | $29.1M |
| Wealth Group Ltd | 5.53% | Add +6.7% | 425,044 | $28.9M |
| Liberty Wealth Management LLC | 3.61% | No change | 496,452 | $28.9M |
| Centerline Wealth Advisors, LLC | 8.99% | Reduce -0.9% | 421,743 | $28.7M |
| Madrona Financial Services, LLC | 5.23% | Add +2.0% | 417,008 | $28.4M |
| McKinley Carter Wealth Services, Inc. | 1.46% | Add +6.4% | 414,681 | $28.2M |
| Security Financial Services, INC. | 3.90% | Add +0.0% | 413,086 | $28.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.81% | Add +2.7% | 409,297 | $27.9M |
| Trek Financial, LLC | 1.38% | Add +5.4% | 409,352 | $27.8M |
| Strategic Blueprint, LLC | 1.36% | Add +3.0% | 401,142 | $27.3M |
| Golden State Wealth Management, LLC | 2.49% | Add +119.8% | 400,742 | $27.3M |
| Tull Financial Group, Inc. | 10.66% | Add +4.3% | 400,483 | $27.2M |
| Mason & Associates, LLC | 5.47% | Add +0.2% | 386,862 | $26.3M |
| NorthRock Partners, LLC | 0.38% | Reduce -11.2% | 383,502 | $26.1M |
| Royal Harbor Partners, LLC | 8.05% | Reduce -1.2% | 382,096 | $26.0M |
| Keystone Financial Services | 6.68% | Add +0.6% | 381,483 | $25.9M |
| Ewa, LLC | 4.74% | Reduce -7.6% | 381,258 | $25.9M |
| First Hawaiian Bank | 3.27% | Add +1.1% | 379,750 | $25.8M |
| Financial Enhancement Group LLC | 3.08% | Reduce -2.4% | 379,226 | $25.8M |
| Ancora Advisors LLC | 0.50% | Add +17.6% | 378,208 | $25.7M |
| Beacon Financial Group | 2.33% | Add +2.2% | 377,715 | $25.7M |
| Global Wealth Strategies & Associates | 4.86% | Add +6.1% | 377,330 | $25.7M |
| Brookstone Capital Management | 0.26% | Add +11.8% | 376,878 | $25.6M |
| Elevated Financial Group LLC | 7.22% | Add +9.9% | 376,260 | $25.6M |
| Kestra Private Wealth Services, LLC | 0.28% | Reduce -11.6% | 373,023 | $25.4M |
| Composition Wealth, LLC | 0.29% | Reduce -9.0% | 369,197 | $25.1M |
| Marks Group Wealth Management, Inc | 2.16% | Add +52.0% | 364,029 | $24.8M |
| Tradition Wealth Management, LLC | 1.50% | Add +3.3% | 359,593 | $24.5M |
| Diversify Advisory Services, LLC | 0.41% | New | 364,895 | $24.5M |
| Diversify Wealth Management, LLC | 0.41% | Add +1.3% | 364,895 | $24.5M |
| Scissortail Wealth Management, LLC | 4.67% | Add +0.3% | 357,136 | $24.3M |
| Kelly Financial Services LLC | 5.19% | Reduce -1.3% | 356,559 | $24.2M |
| Kilter Group LLC | 8.75% | Add +6.5% | 355,152 | $24.2M |
| Natixis Advisors, LLC | 0.03% | Add +86.3% | 352,386 | $24.0M |
| Eldridge Investment Advisors, Inc. | 4.72% | Add +5.2% | 350,439 | $23.8M |
| Midwest Capital Advisors, LLC | 9.55% | Add +4.3% | 345,752 | $23.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.1% | 340,681 | $23.2M |
| Swmg, LLC | 5.41% | Add +12.6% | 337,488 | $23.0M |
| Boyum Wealth Architects LLC | 9.14% | Add +2.4% | 339,680 | $23.0M |
| Kingsview Wealth Management, LLC | 0.28% | Add +2.9% | 337,355 | $22.9M |
| Perennial Investment Advisors, LLC | 1.52% | Add +2.1% | 334,511 | $22.8M |
| Central Pacific Bank - Trust Division | 2.36% | Add +123.5% | 328,757 | $22.4M |
| Lineweaver Wealth Advisors, LLC | 2.64% | Add +1.2% | 326,119 | $22.2M |
| Van Hulzen Asset Management, LLC | 1.57% | Add +11.9% | 325,210 | $22.1M |
| Able Wealth Management LLC | 5.06% | Add +3.1% | 324,066 | $22.0M |
| Regatta Capital Group, LLC | 2.93% | Add +1.7% | 320,158 | $21.8M |
| Ashton Thomas Private Wealth, LLC | 0.45% | Add +1.3% | 318,972 | $21.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +9.5% | 318,713 | $21.7M |
| Storen Legacy Partners, LLC | 5.83% | Add +1.5% | 314,290 | $21.4M |
| Legacy Financial Group LLC | 2.36% | Add +4.1% | 308,358 | $21.0M |
| Financial Life Advisors | 5.92% | Reduce -7.3% | 306,406 | $20.8M |
| Sterling Group Wealth Management, LLC | 8.52% | Add +12.2% | 305,402 | $20.8M |
| ShoreHaven Wealth Partners, LLC | 6.45% | Add +19.0% | 301,711 | $20.5M |
| JT Stratford LLC | 2.24% | Reduce -2.5% | 299,269 | $20.4M |
| Argent Trust Co | 0.59% | Add +43.0% | 298,072 | $20.3M |
| Regal Investment Advisors LLC | 1.05% | Add +4.1% | 296,824 | $20.2M |
| ONE Advisory Partners, LLC | 5.48% | Reduce -1.6% | 295,928 | $20.1M |
| Rothschild Wealth LLC | 1.60% | Reduce -12.1% | 295,017 | $20.1M |
| Arkadios Wealth Advisors | 0.31% | Add +35.5% | 294,629 | $20.0M |
| Sovran Advisors, LLC | 1.47% | Add +0.6% | 301,511 | $19.8M |
| Simplicity Wealth,LLC | 0.67% | Add +129.0% | 290,863 | $19.8M |
| TSA Wealth Managment LLC | 5.54% | Reduce -1.1% | 287,898 | $19.6M |
| Hemming& Wealth Management, Inc. | 11.91% | Reduce -4.3% | 287,787 | $19.6M |
| Mutual Advisors, LLC | 0.37% | Reduce -1.8% | 284,713 | $19.4M |
| Shira Ridge Wealth Management | 6.65% | Add +3.3% | 280,170 | $19.1M |
| Apollon Wealth Management, LLC | 0.23% | Reduce -3.0% | 279,819 | $19.0M |
| Stokes Family Office, LLC | 2.21% | Reduce -26.3% | 278,969 | $19.0M |
| Cardinal Strategic Wealth Guidance | 4.29% | New | 278,176 | $18.9M |
| RFG Advisory, LLC | 0.29% | Add +1.5% | 271,192 | $18.4M |
| Landing Point Financial Group, LLC | 6.26% | Add +4259.6% | 270,950 | $18.4M |
| 4J Wealth Management LLC | 8.85% | Add +20.7% | 265,350 | $18.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +100.9% | 264,314 | $18.0M |
| Independent Financial Group, LLC | 0.34% | Add +6.7% | 263,624 | $17.9M |
| Synergy Investment Management, LLC | 4.33% | Add +19.2% | 263,317 | $17.9M |
| Mariner, LLC | 0.02% | Reduce -55.1% | 261,472 | $17.8M |
| Claro Advisors Inc. | 1.86% | Add +9.4% | 260,533 | $17.7M |
| Waverly Advisors, LLC | 0.10% | Reduce -1.1% | 254,870 | $17.3M |
| Beacon Bridge Wealth Partners, LLC | 4.90% | Add +5.3% | 253,037 | $17.2M |
| Beacon Capital Management, LLC | 2.51% | Add +439.4% | 252,353 | $17.2M |
| Apeiron RIA LLC | 4.38% | Reduce -4.4% | 250,832 | $17.1M |
| NorthCoast Asset Management LLC | 0.37% | Add +18.2% | 247,973 | $16.9M |
| Jmac Enterprises LLC | 2.81% | Add +1.1% | 244,847 | $16.7M |
| Patriot Financial Group Insurance Agency, LLC | 1.69% | Reduce -46.3% | 241,924 | $16.5M |
| Snowden Capital Advisors LLC | 0.39% | Reduce -11.3% | 241,077 | $16.4M |
| Menora Mivtachim Holdings LTD. | 0.06% | No change | 240,463 | $16.4M |
| Blue Trust, Inc. | 0.17% | Reduce -12.2% | 236,977 | $16.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 4.57% | Add +70.6% | 236,828 | $16.1M |
| Fortitude Financial, LLC | 14.41% | Reduce -3.3% | 235,866 | $16.0M |
| Skyline Advisors, Inc. | 5.01% | Add +125.7% | 234,552 | $16.0M |
| Invst, LLC | 1.55% | Add +4.3% | 234,272 | $15.9M |
| Fifth Third Wealth Advisors LLC | 0.44% | Add +38.9% | 230,118 | $15.7M |
| World Investment Advisors | 0.26% | Add +2.0% | 235,307 | $15.5M |
| Bay Harbor Wealth Management, LLC | 3.57% | Reduce -1.2% | 227,439 | $15.5M |
| BCGM Wealth Management, LLC | 3.23% | Add +3.2% | 224,827 | $15.3M |
| Joseph Group Capital Management | 3.19% | Add +0.8% | 223,451 | $15.2M |
| Watershed Private Wealth LLC | 4.26% | Add +23.3% | 222,462 | $15.1M |
| VestGen Advisors, LLC | 0.44% | Add +0.8% | 221,601 | $15.1M |
| JPL Wealth Management, LLC | 2.99% | Add +6.3% | 221,404 | $15.1M |
| Endeavor Private Wealth, Inc. | 3.64% | Add +9.4% | 220,362 | $15.0M |
| Foundry Financial Group, Inc. | 6.44% | Add +4.3% | 219,096 | $14.9M |
| Ridgeline Wealth Planning, LLC | 9.31% | Add +19.1% | 215,984 | $14.7M |
| Evernest Financial Advisors, LLC | 3.01% | Add +9.5% | 211,650 | $14.4M |
| Gen-Wealth Partners Inc | 3.97% | Add +4.6% | 210,007 | $14.3M |
| Tudor Investment Corporation | 0.06% | Reduce -48.4% | 207,045 | $14.1M |
| Archer Investment Management, LLC | 4.79% | Add +5.7% | 206,282 | $14.0M |
| Ade, LLC | 5.91% | Add +6.6% | 205,621 | $14.0M |
| Crown Wealth Group, LLC | 3.54% | Add +118.3% | 204,467 | $13.9M |
| WealthShield Partners, LLC | 2.11% | Reduce -11.4% | 203,122 | $13.8M |
| Mayflower Financial Advisors, LLC | 1.17% | Add +0.4% | 199,540 | $13.6M |
| McNaughton Wealth Management, LLC | 4.76% | Add +1.7% | 197,257 | $13.4M |
| Twin Peaks Wealth Advisors, LLC | 3.00% | Add +11.6% | 194,621 | $13.2M |
| Steelhead Wealth Management LLC | 5.20% | Reduce -1.4% | 189,809 | $12.9M |
| LiftPoint Family Wealth Advisors LLC | 8.63% | Add +1.8% | 187,176 | $12.7M |
| Csenge Advisory Group | 0.51% | Add +3.6% | 186,007 | $12.7M |
| Harbour Investments, Inc. | 0.17% | Add +4.9% | 185,391 | $12.6M |
| Hobbs Wealth Management, LLC | 10.51% | Reduce -1.0% | 182,880 | $12.4M |
| Quadrant Private Wealth Management, LLC | 2.78% | Add +0.1% | 182,824 | $12.4M |
| Advyzon Investment Management, LLC | 0.89% | Reduce -21.6% | 181,216 | $12.3M |
| Gateway Wealth Partners, LLC | 0.74% | Reduce -42.6% | 181,023 | $12.3M |
| Focus Financial Network, Inc. | 0.38% | Reduce -7.7% | 179,726 | $12.2M |
| IFG Advisory, LLC | 0.43% | New | 179,150 | $12.2M |
| HUB Investment Partners, LLC | 0.22% | Add +0.8% | 178,798 | $12.2M |
| May Hill Capital, LLC | 2.54% | Add +6.6% | 178,687 | $12.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +378.4% | 177,387 | $12.1M |
| Summit Financial, LLC | 0.13% | Add +3.9% | 176,715 | $12.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +42.8% | 176,465 | $12.0M |
| One Wealth Capital Management, LLC | 3.39% | Add +22.2% | 174,989 | $11.9M |
| Advisory Services Network, LLC | 0.13% | Add +13.9% | 173,804 | $11.8M |
| Baker Tilly Wealth Management, LLC | 2.53% | Add +33.2% | 173,533 | $11.8M |
| CoreCap Advisors, LLC | 0.35% | Add +2.3% | 172,874 | $11.8M |
| Great Valley Advisor Group, Inc. | 0.18% | Reduce -0.3% | 171,720 | $11.7M |
| Peak Wealth Management LLC | 8.16% | Add +4.3% | 170,930 | $11.6M |
| Selby Wealth Management, LLC | 4.09% | Add +5.8% | 169,628 | $11.5M |
| Baird Financial Group, Inc. | 0.02% | Add +4.7% | 167,601 | $11.4M |
| Cobblestone Asset Management LLC | 4.75% | Reduce -4.1% | 167,493 | $11.4M |
| Elevation Point Wealth Partners, LLC | 0.21% | Add +1.4% | 167,445 | $11.4M |
| SigFig Wealth Management, LLC | 0.30% | Reduce -0.6% | 168,621 | $11.4M |
| IFP Advisors, Inc | 0.20% | Add +3.1% | 166,925 | $11.4M |
| Vigilare Wealth Management | 3.47% | Reduce -23.1% | 166,618 | $11.3M |
| WCG Wealth Advisors LLC | 0.26% | Reduce -20.4% | 163,238 | $11.1M |
| Goodman Advisory Group, LLC | 2.55% | Add +7.0% | 163,066 | $11.1M |
| Lifelong Wealth Advisors, Inc. | 2.59% | Reduce -4.6% | 161,919 | $11.0M |
| Blue Edge Capital, LLC | 1.32% | Reduce -1.1% | 161,885 | $11.0M |
| FCG Investment Co | 3.79% | Reduce -21.8% | 161,038 | $11.0M |
| Town Capital LLC | 6.91% | Add +8.8% | 160,171 | $10.9M |
| Hoese & Co LLP | 7.07% | Add +5.0% | 160,002 | $10.9M |
| Prospera Financial Services Inc | 0.16% | Add +16.9% | 158,394 | $10.8M |
| Citigroup Inc. | 0.01% | Add +199.5% | 158,321 | $10.8M |
| M1 Capital Management LLC | 3.96% | Reduce -6.8% | 157,812 | $10.7M |
| J.E. Simmons & Co., P.C. | 6.03% | Reduce -1.3% | 157,317 | $10.7M |
| Redhawk Wealth Advisors, Inc. | 1.05% | New | 156,963 | $10.7M |
| Etesian Wealth Advisors, Inc. | 3.13% | Add +7.8% | 155,815 | $10.6M |
| Genesis Wealth Advisors, LLC | 6.17% | Add +1.3% | 151,810 | $10.3M |
| Maia Wealth LLC | 1.52% | Reduce -8.9% | 151,327 | $10.3M |
| Keebeck Wealth Management | 1.00% | Add +0.1% | 151,161 | $10.3M |
| A4 Wealth Advisors LLC | 6.88% | Add +22.0% | 149,860 | $10.2M |
| Resolute Wealth Advisor, Inc. | 5.74% | No change | 173,151 | $10.1M |
| SkyOak Wealth, LLC | 1.64% | Reduce -1.6% | 147,220 | $10.0M |
| Kovack Advisors, Inc. | 0.48% | Reduce -1.8% | 147,859 | $10.0M |
| Rochester Wealth Strategies, LLC | 5.52% | New | 146,619 | $10.0M |
| Alternative Investment Advisors, LLC. | 3.86% | Add +1.0% | 146,582 | $10.0M |
| Founders Financial Alliance, LLC | 1.32% | Add +9737.2% | 146,083 | $9.9M |
| BridgePort Financial Solutions, LLC | 2.51% | Reduce -16.2% | 144,736 | $9.8M |
| Gilbert Capital Group, Inc. | 6.85% | Reduce -40.7% | 143,682 | $9.8M |
| SWP Financial LLC | 4.44% | Reduce -2.2% | 141,250 | $9.6M |
| Annex Advisory Services, LLC | 0.16% | Reduce -4.8% | 141,133 | $9.6M |
| First Heartland Consultants, Inc. | 0.62% | Reduce -0.2% | 140,994 | $9.6M |
| Daviman Financial, LLC | 5.29% | Reduce -12.2% | 140,914 | $9.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Reduce -23.7% | 140,601 | $9.6M |
| Finhabits Advisors LLC | 8.03% | Reduce -2.4% | 140,398 | $9.5M |
| Focus Partners Wealth | 0.01% | Reduce -10.5% | 139,624 | $9.5M |
| Polaris Investment Advisors, LLC | 6.00% | Reduce -8.4% | 137,720 | $9.4M |
| Cornerstone Wealth Group, LLC | 0.55% | Add +1.5% | 136,543 | $9.3M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -3.4% | 136,422 | $9.3M |
| Ehrlich Financial Group | 4.76% | Add +0.4% | 135,972 | $9.2M |
| Core Wealth Advisors, LLC | 6.72% | Reduce -9.6% | 134,112 | $9.1M |
| Spectrum Planning & Advisory Services Inc. | 4.08% | Add +1.6% | 134,007 | $9.1M |
| Pinion Investment Advisors, LLC | 1.73% | Reduce -2.7% | 133,709 | $9.1M |
| Centurion Wealth Management LLC | 2.16% | Reduce -14.0% | 132,969 | $9.0M |
| Sculati Wealth Management, LLC | 2.99% | Add +15.6% | 133,628 | $9.0M |
| Schwallier Wealth Management LLC | 5.65% | New | 131,532 | $8.9M |
| Creative Planning | 0.01% | Add +8.2% | 131,234 | $8.9M |
| Lantz Financial LLC | 1.63% | Add +2.0% | 130,753 | $8.9M |
| Heck Capital Advisors, LLC | 0.53% | Add +33.0% | 130,556 | $8.9M |
| PFG Advisors | 0.45% | Reduce -0.9% | 130,145 | $8.9M |
| B.O.S.S. Retirement Advisors, LLC | 2.35% | Add +2.3% | 128,051 | $8.7M |
| Cornerstone Planning Group LLC | 1.09% | Add +11.0% | 128,033 | $8.7M |
| Western Wealth Management, LLC | 0.28% | Add +312.5% | 125,889 | $8.6M |
| Client 1ST Advisory Group, LLC | 2.30% | Add +7.5% | 125,849 | $8.6M |
| Benchmark Financial Wealth Advisors, LLC | 2.11% | New | 125,755 | $8.6M |
| Curtis Wealth Management LLC | 7.17% | Reduce -2.2% | 124,354 | $8.5M |
| Founders Financial Securities LLC | 0.43% | New | 124,021 | $8.4M |
| Firethorn Wealth Partners, LLC | 2.72% | Reduce -8.7% | 123,848 | $8.4M |
| Valmark Advisers, Inc. | 0.09% | Add +5.9% | 123,792 | $8.4M |
| Meriwether Wealth & Planning, LLC | 4.12% | New | 122,334 | $8.3M |
| Great Diamond Partners, LLC | 1.42% | Add +0.8% | 121,880 | $8.3M |
| Horizon Investments, LLC | 0.09% | New | 121,540 | $8.3M |
| Shared Vision Wealth Group LLC | 2.83% | Reduce -1.6% | 121,023 | $8.2M |
| KM Capital Management Ltd. | 3.85% | Reduce -0.3% | 120,403 | $8.2M |
| ArborFi Advisors, LLC | 5.92% | Add +2.6% | 120,102 | $8.2M |
| Integrated Advisors Network LLC | 0.37% | Add +21.0% | 119,079 | $8.1M |
| Advus Financial Partners, LLC | 1.84% | Reduce -4.2% | 118,929 | $8.1M |
| Forte Asset Management LLC | 3.30% | Add +0.7% | 118,598 | $8.1M |
| Wetzel Investment Advisors, Inc. | 2.80% | Add +59.8% | 118,288 | $8.0M |
| Bedminster, LLC | 6.81% | Reduce -2.9% | 117,269 | $8.0M |
| Millington Financial Advisors, LLC | 3.09% | Add +6.9% | 117,357 | $7.9M |
| Retirement Wealth Solutions LLC | 4.30% | Add +8.6% | 114,697 | $7.8M |
| Braun-Bostich & Associates Inc. | 4.35% | Reduce -2.4% | 114,658 | $7.8M |
| Milestone Asset Management, LLC | 1.21% | Reduce -2.2% | 113,015 | $7.7M |
| HighPoint Advisor Group LLC | 0.27% | Add +9.4% | 112,938 | $7.7M |
| Verus Capital Partners, LLC | 0.41% | Add +2.2% | 111,782 | $7.6M |
| Ashton Thomas Securities, LLC | 1.10% | Reduce -19.3% | 109,677 | $7.5M |
| Cyndeo Wealth Partners, LLC | 0.35% | Reduce -0.7% | 109,044 | $7.4M |
| Wealth Quarterback LLC | 2.28% | Add +12.5% | 108,719 | $7.4M |
| Summit Wealth Partners, LLC | 1.05% | Add +29.4% | 108,067 | $7.3M |
| Kickstand Ventures, Llc. | 1.31% | Reduce -1.9% | 106,404 | $7.2M |
| WJ Wealth Management, LLC | 2.85% | Add +1155.8% | 106,052 | $7.2M |
| Emergent Wealth Advisors, LLC | 3.75% | Add +3.0% | 105,471 | $7.2M |
| Arch Global Advisors, LLC | 3.19% | Reduce -0.2% | 105,939 | $7.2M |
| Bull Harbor Capital LLC | 1.40% | Add +11.4% | 105,819 | $7.2M |
| GW Henssler & Associates Ltd. | 0.32% | Reduce -1.6% | 104,346 | $7.1M |
| Gladstone Institutional Advisory LLC | 0.22% | Add +1.7% | 102,834 | $7.0M |
| 5T Wealth, LLC | 2.60% | Reduce -3.9% | 102,745 | $7.0M |
| Sunrise Financial Services, LLC | 4.14% | Add +8.3% | 102,385 | $7.0M |
| Absolute Capital Management, LLC | 1.73% | Add +28.1% | 102,070 | $6.9M |
| Uptick Partners, LLC | 1.08% | Reduce -30.8% | 101,873 | $6.9M |
| Cornerstone Wealth, LLC | 3.49% | Add +69.1% | 101,446 | $6.9M |
| Novem Group | 0.70% | Add +63.8% | 101,472 | $6.9M |
| Hoxton Planning & Management, LLC | 1.78% | Add +3.5% | 100,367 | $6.8M |
| Intentional Wealth Strategies, LLC | 6.37% | Reduce -22.1% | 99,950 | $6.8M |
| Keystone Wealth Services, LLC | 1.24% | Add +2.6% | 98,098 | $6.7M |
| FFG Retirement Advisors LLC | 3.51% | Reduce -3.5% | 97,427 | $6.6M |
| Clear Wave Wealth Management LLC | 1.45% | Reduce -2.0% | 95,995 | $6.5M |
| Chatterton & Associates Inc. | 3.76% | Add +15.6% | 94,336 | $6.4M |
| Integrity Advisory Solutions, LLC | 0.65% | Add +8.4% | 93,269 | $6.3M |
| Beacon Financial Planning, Inc. | 2.13% | Add +2.5% | 92,373 | $6.3M |
| Daiichi Life Insurance Co., Ltd. | 0.15% | Reduce -50.8% | 91,830 | $6.2M |
| Balefire, LLC | 1.02% | Add +595.2% | 91,726 | $6.2M |
| Portfolio Resources Advisor Group, Inc. | 5.23% | Add +1.9% | 90,877 | $6.2M |
| Beto Financial Group, LLC | 3.22% | Add +31.1% | 91,681 | $6.1M |
| Hopwood Nicholas Hunter | 1.68% | Reduce -8.0% | 90,074 | $6.1M |
| Redwood Investment Management, LLC | 0.61% | Add +0.8% | 89,868 | $6.1M |
| Payne Capital LLC | 5.06% | Add +0.0% | 89,292 | $6.1M |
| Creative Financial Designs Inc. | 0.29% | Reduce -2.3% | 89,112 | $6.1M |
| Leigh Baldwin & Co., LLC | 3.25% | Add +43.9% | 88,791 | $6.0M |
| Spire Wealth Management | 0.18% | Add +3.9% | 88,621 | $6.0M |
| Ducere Wealth Management LLC | 1.81% | Add +65.5% | 88,574 | $6.0M |
| Bellevue Asset Management, LLC | 2.77% | Reduce -0.7% | 88,192 | $6.0M |
| AQR Capital Management | 0.00% | Add +13.0% | 88,182 | $6.0M |
| Theory Financial LLC | 1.85% | Reduce -2.0% | 86,369 | $5.9M |
| Pinnacle Financial Partners, Inc. | 0.04% | Add +16.8% | 86,186 | $5.9M |
| Fifth Third Bancorp | 0.01% | Reduce -5.3% | 85,218 | $5.8M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +8.2% | 84,803 | $5.8M |
| Alpha Financial Partners LLC | 2.99% | Add +0.1% | 83,630 | $5.7M |
| Benjamin Edwards Inc. | 0.05% | Add +3.3% | 83,182 | $5.7M |
| Barnes Wealth Management Group, Inc | 2.61% | Reduce -2.6% | 82,855 | $5.6M |
| Oppenheimer & Co. Inc. | 0.06% | Add +10.6% | 81,709 | $5.6M |
| Armor Investment Advisors, LLC | 1.78% | Add +19.6% | 81,390 | $5.5M |
| Sheridan Capital Management, LLC | 2.64% | Reduce -1.6% | 80,595 | $5.5M |
| Tyche Wealth Partners LLC | 0.76% | Add +10.3% | 79,856 | $5.4M |
| Curtis Advisory Group, LLC | 1.04% | Add +10.9% | 79,012 | $5.4M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +5.3% | 78,369 | $5.3M |
| Trinity Wealth Management, LLC | 1.69% | Add +0.1% | 78,133 | $5.3M |
| XY Planning Network, Inc. | 0.66% | Reduce -0.3% | 77,229 | $5.3M |
| Wealthgarden F.S. LLC | 2.97% | Add +32.6% | 77,123 | $5.2M |
| Davis Wealth Advisors, LLC | 4.05% | Reduce -7.7% | 77,010 | $5.2M |
| WealthPoint Financial, LLC | 3.79% | Add +2.0% | 76,506 | $5.2M |
| ERn Financial, LLC | 0.86% | Reduce -1.0% | 76,093 | $5.2M |
| Everpar Advisors LLC | 1.46% | Add +24.9% | 75,619 | $5.1M |
| Optivise Advisory Services LLC | 2.60% | Add +132.2% | 75,232 | $5.1M |
| Sigma Planning Corp | 0.13% | Reduce -11.6% | 75,088 | $5.1M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -2.4% | 74,659 | $5.1M |
| Commonwealth Retirement Investments LLC | 1.36% | Add +9.5% | 73,637 | $5.0M |
| Avior Wealth Management, LLC | 0.13% | Reduce -58.3% | 73,100 | $5.0M |
| Blalock Williams, LLC | 3.13% | Add +2.2% | 71,058 | $4.8M |
| Clear Creek Financial Management, LLC | 0.31% | Add +12.3% | 71,014 | $4.8M |
| Castle Wealth Management LLC | 1.41% | Add +1.5% | 70,076 | $4.8M |
| Zenith Solutions, Inc. | 4.31% | — | 69,864 | $4.8M |
| Venturi Wealth Management, LLC | 0.18% | Add +5.0% | 68,920 | $4.7M |
| Legacy Advisory Services, LLC | 3.30% | Add +0.9% | 68,828 | $4.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.1% | 68,728 | $4.7M |
| LifePlan Investment Advisors, Inc. | 1.59% | Add +1.9% | 67,964 | $4.6M |
| BlackDiamond Wealth Management, LLC | 1.84% | Add +4.9% | 65,235 | $4.6M |
| SMART Wealth LLC | 0.98% | Add +188.4% | 66,537 | $4.5M |
| Mather Group, Llc. | 0.04% | Add +17.3% | 65,491 | $4.5M |
| Concorde Asset Management, LLC | 2.55% | Reduce -2.4% | 64,908 | $4.4M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +4.0% | 63,748 | $4.3M |
| QRG Capital Management, Inc. | 0.04% | Add +35.0% | 62,723 | $4.3M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Add +4.9% | 62,211 | $4.2M |
| Smartleaf Asset Management LLC | 0.14% | No change | 62,077 | $4.2M |
| Tempus Wealth Planning, LLC | 0.81% | Add +20.0% | 61,184 | $4.2M |
| WealthTrak Capital Management LLC | 2.73% | Add +2.5% | 60,983 | $4.1M |
| BCU Wealth Advisors, LLC | 1.35% | Add +2.2% | 59,925 | $4.1M |
| Connecticut Capital Management Group, LLC | 3.24% | Add +6.8% | 59,199 | $4.0M |
| Rollins Financial Advisors, LLC | 0.53% | Add +99.9% | 58,640 | $4.0M |
| Nuveen, LLC | 0.00% | New | 58,572 | $4.0M |
| WNY Asset Management, LLC | 0.35% | Add +31.9% | 58,282 | $4.0M |
| Wedbush Securities Inc. | 0.10% | Add +9.9% | 57,667 | $3.9M |
| Betterment LLC | 0.01% | Add +3.9% | 56,714 | $3.9M |
| Gotham Asset Management | 0.01% | Reduce -1.6% | 55,952 | $3.8M |
| WealthPLAN Partners, LLC | 0.72% | Reduce -3.9% | 55,539 | $3.8M |
| Houlihan Financial Resource Group, Ltd. | 1.34% | Add +5.4% | 55,450 | $3.8M |
| Private Client Services, LLC | 0.98% | Add +9.6% | 55,097 | $3.7M |
| OMNI 360 Wealth, Inc. | 1.73% | Add +2.7% | 55,004 | $3.7M |
| Caliber Wealth Management, LLC / KS | 0.36% | Add +10.1% | 54,588 | $3.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +27.1% | 54,406 | $3.7M |
| HSBC Holdings PLC | 0.00% | Reduce -0.4% | 53,648 | $3.6M |
| Sax Wealth Advisors, LLC | 0.15% | Add +10.1% | 61,864 | $3.6M |
| Fsa Wealth Partners, Inc. | 0.89% | Add +161.8% | 52,287 | $3.6M |
| Brookwood Investment Group LLC | 0.41% | Reduce -17.9% | 52,186 | $3.5M |
| Vantage Point Financial LLC | 1.08% | Add +0.6% | 52,066 | $3.5M |
| Tableaux LLC | 1.49% | Add +7.5% | 52,057 | $3.5M |
| United Advisor Group, LLC | 0.37% | Add +3.1% | 51,680 | $3.5M |
| Pacific Financial Group Inc. | 1.68% | Reduce -10.0% | 51,479 | $3.5M |
| Compound Planning, Inc. | 0.09% | Add +0.1% | 49,693 | $3.4M |
| Centaurus Financial, Inc. | 0.13% | Add +22.5% | 49,488 | $3.4M |
| Arwa LLC | 1.39% | Add +307.6% | 49,840 | $3.4M |
| J.M. Arbour, LLC | 2.90% | Reduce -1.5% | 49,428 | $3.4M |
| EFG International AG | 0.06% | Add +14.9% | 49,053 | $3.3M |
| Evergreen Wealth Partners LLC | 1.97% | Add +35.4% | 48,163 | $3.3M |
| Sanchez Gaunt Capital Management, LLC | 1.82% | Add +1.8% | 48,014 | $3.3M |
| Pallas Capital Advisors LLC | 0.10% | Add +0.3% | 47,723 | $3.2M |
| Private Trust Co. NA | 0.26% | Add +6.6% | 47,208 | $3.2M |
| D. E. Shaw & Co. | 0.00% | New | 47,183 | $3.2M |
| Jefferies Financial Group Inc. | 0.03% | New | 46,642 | $3.2M |
| Interchange Capital Partners, LLC | 0.59% | Reduce -5.5% | 46,490 | $3.2M |
| Two West Capital Advisors LLC | 1.57% | Add +20.9% | 47,252 | $3.2M |
| Savvy Advisors, Inc. | 0.07% | Add +58.6% | 46,133 | $3.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 45,914 | $3.1M |
| Yukon Wealth Management, Inc. | 0.89% | Reduce -1.6% | 45,835 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +26.2% | 45,820 | $3.1M |
| Magnolia Private Wealth, LLC | 1.69% | Add +51.5% | 45,376 | $3.1M |
| US Bancorp \de | 0.00% | Add +57.4% | 44,848 | $3.1M |
| Merkkuri Wealth Advisors LLC | 1.88% | Add +5.5% | 44,521 | $3.0M |
| Sutton Place Investors LLC | 1.46% | Reduce -0.4% | 44,451 | $3.0M |
| W Advisors, LLC | 1.37% | Reduce -0.5% | 44,243 | $3.0M |
| PUREfi Wealth, LLC | 1.65% | Add +6.2% | 44,238 | $3.0M |
| Visionary Horizons, LLC | 1.26% | Add +17.3% | 44,181 | $3.0M |
| Capital Investment Management, Inc. | 0.89% | Add +8.1% | 42,885 | $2.9M |
| Quotient Wealth Partners, LLC | 0.07% | Add +3.7% | 42,451 | $2.9M |
| RCW Management, LLC | 2.54% | Add +7.2% | 41,686 | $2.8M |
| LaSalle St. Investment Advisors, LLC | 0.35% | Add +24.6% | 41,572 | $2.8M |
| Capital Squared Financial LLC | 1.84% | Add +6.3% | 41,385 | $2.8M |
| Forum Finance Group S.A. | 1.01% | Add +58.4% | 51,103 | $2.8M |
| JFS Wealth Advisors, LLC | 0.14% | Reduce -11.3% | 41,113 | $2.8M |
| Regimen Wealth, LLC | 0.75% | Reduce -1.9% | 40,633 | $2.8M |
| FWG Investments, LLC. | 1.46% | Add +19.2% | 40,440 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -92.3% | 40,300 | $2.7M |
| Rose Capital Advisors LLC | 1.47% | — | 40,205 | $2.7M |
| Horizon Wealth Management, LLC | 0.34% | Add +6.9% | 39,757 | $2.7M |
| Alta Wealth Advisors LLC | 0.73% | Add +8.8% | 39,708 | $2.7M |
| GatePass Capital, LLC | 1.05% | Add +39.1% | 39,707 | $2.7M |
| Titleist Asset Management, LLC | 0.18% | Add +9.4% | 39,533 | $2.7M |
| Cary Street Partners Financial LLC | 0.06% | Add +20.4% | 39,386 | $2.7M |
| Cassilly Financial Group LLC | 1.94% | Reduce -9.3% | 39,323 | $2.7M |
| Accelerate Investment Advisors LLC | 1.53% | Add +11.6% | 39,287 | $2.7M |
| Vantus Wealth LLC | 1.42% | — | 38,959 | $2.6M |
| Vicus Capital | 0.17% | New | 38,956 | $2.6M |
| Arcadia Wealth Management, LLC | 0.82% | Add +76.3% | 38,486 | $2.6M |
| Kastel Capital Advisors, LLC | 1.64% | New | 44,692 | $2.6M |
| MKT Advisors LLC | 0.81% | Reduce -0.8% | 38,610 | $2.6M |
| First Citizens Financial Corp | 1.07% | Add +14.0% | 37,725 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.52% | Add +23.6% | 37,585 | $2.6M |
| M Holdings Securities, Inc. | 0.35% | Reduce -1.7% | 37,800 | $2.5M |
| Alterna Wealth Management, Inc. | 1.44% | Add +48.1% | 36,878 | $2.5M |
| Beacon Financial Advisory LLC | 0.49% | Add +0.7% | 36,854 | $2.5M |
| Semus Wealth Partners LLC | 1.21% | Add +5.8% | 36,828 | $2.5M |
| Advisory Solutions Group, LLC | 0.85% | — | 36,714 | $2.5M |
| Signal Advisors Wealth, LLC | 0.13% | Reduce -3.7% | 36,428 | $2.5M |
| Integrated Wealth Management | 2.61% | Reduce -1.8% | 36,281 | $2.5M |
| Latitude Advisors, LLC | 0.98% | Add +10.3% | 36,067 | $2.5M |
| Transamerica Financial Advisors, LLC | 0.21% | Add +26.4% | 35,960 | $2.4M |
| Northland Securities, Inc. | 1.41% | Add +9.8% | 35,659 | $2.4M |
| Raleigh Capital Management Inc. | 0.77% | Add +0.3% | 35,637 | $2.4M |
| Sovereign Financial Group, Inc. | 0.37% | Add +0.4% | 35,239 | $2.4M |
| Gilliland Jeter Wealth Management LLC | 0.62% | Add +22.2% | 34,822 | $2.4M |
| Kentucky Trust Co | 1.13% | Add +5.0% | 34,591 | $2.4M |
| Fairvoy Private Wealth, LLC | 0.47% | Add +16.7% | 34,516 | $2.3M |
| Renaissance Technologies | 0.00% | New | 34,500 | $2.3M |
| Inspire Advisors, LLC | 0.16% | Reduce -4.3% | 34,368 | $2.3M |
| Harborfront Financial Group LLC | 8.70% | — | 33,929 | $2.3M |
| Smith, Moore & Co. | 0.15% | Add +35.5% | 33,697 | $2.3M |
| Allworth Financial LP | 0.01% | Add +924.9% | 33,361 | $2.3M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -1.1% | 32,218 | $2.2M |
| Lantern Wealth Advisors, LLC | 0.99% | Add +11.0% | 31,759 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +5.9% | 31,299 | $2.1M |
| Aspire Private Capital, LLC | 0.44% | Reduce -1.6% | 31,194 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +92.8% | 30,763 | $2.1M |
| Vision Retirement, LLC | 0.50% | Add +15.7% | 30,709 | $2.1M |
| Lloyd Advisory Services, LLC. | 0.80% | Add +364.7% | 30,279 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.18% | Reduce -19.1% | 29,919 | $2.0M |
| Nwam LLC | 0.10% | Add +27.0% | 29,689 | $2.0M |
| Asempa Wealth Advisors | 1.53% | Add +12.5% | 29,557 | $2.0M |
| Sound Income Strategies, LLC | 0.09% | Add +26.5% | 29,389 | $2.0M |
| Goldstein Advisors, LLC | 0.18% | Reduce -14.2% | 28,986 | $2.0M |
| Weaver Consulting Group | 0.40% | Add +79.9% | 28,965 | $2.0M |
| PFG Investments, LLC | 0.08% | Add +7.3% | 28,756 | $2.0M |
| Lifeworks Advisors, LLC | 0.20% | Add +22.8% | 28,748 | $2.0M |
| RDA Financial Network | 0.42% | Add +8.7% | 28,452 | $1.9M |
| Maridea Wealth Management LLC | 0.21% | Add +30.6% | 27,918 | $1.9M |
| Signature Wealth Management Partners, LLC | 0.88% | Add +30.3% | 27,822 | $1.9M |
| Ballast Rock Private Wealth LLC | 0.87% | Add +26.3% | 27,742 | $1.9M |
| Imprint Wealth LLC | 7.66% | Reduce -7.6% | 27,725 | $1.9M |
| Indie Asset Partners, LLC | 1.77% | Add +29.0% | 27,223 | $1.9M |
| Traveka Wealth, LLC | 0.61% | Add +3.7% | 27,069 | $1.8M |
| John W. Brooker & Co., CPAs | 2.21% | Reduce -9.2% | 26,955 | $1.8M |
| NWF Advisory Services Inc. | 0.17% | New | 26,594 | $1.8M |
| Maripau Wealth Management LLC | 0.64% | Reduce -4.9% | 26,511 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +41.4% | 26,476 | $1.8M |
| Resurgent Financial Advisors LLC | 0.50% | Add +2.1% | 26,198 | $1.8M |
| Avantra Family Wealth, Inc. | 1.14% | Reduce -2.9% | 26,192 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +8.5% | 24,903 | $1.7M |
| Retirement Planning Group, LLC | 0.04% | Add +5.9% | 24,862 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +47.5% | 24,573 | $1.7M |
| MSH Capital Advisors LLC | 0.29% | Add +0.7% | 24,510 | $1.7M |
| BigSur Wealth Management LLC | 0.40% | Add +45.9% | 24,173 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | Add +98.4% | 24,163 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.61% | Reduce -4.8% | 24,083 | $1.6M |
| Cozad Asset Management Inc. | 0.10% | Add +4.2% | 23,799 | $1.6M |
| Apollon Financial, LLC | 0.19% | Add +36.4% | 23,426 | $1.6M |
| Key Capital Management, INC | 0.82% | Add +57.2% | 23,300 | $1.6M |
| FMR LLC | 0.00% | Add +111.4% | 23,268 | $1.6M |
| Sowell Financial Services LLC | 0.05% | Add +3.4% | 23,186 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -22.1% | 23,149 | $1.6M |
| Adirondack Trust Co. | 0.46% | New | 22,896 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +30.6% | 22,813 | $1.6M |
| Richmond Investment Services, LLC | 0.49% | Reduce -66.6% | 22,598 | $1.5M |
| XTX Topco Ltd | 0.02% | Add +418.1% | 22,553 | $1.5M |
| Rubicon Advisors, GP | 1.11% | New | 22,406 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +42.8% | 22,315 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.63% | New | 22,282 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -2.7% | 21,655 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +16.3% | 21,546 | $1.5M |
| Legacy Wealth Partners, LLC | 0.32% | Add +14.6% | 21,159 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +0.4% | 20,994 | $1.4M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -1.4% | 20,655 | $1.4M |
| First National Bank & Trust Co. of Newtown | 0.28% | Add +453.6% | 20,734 | $1.4M |
| Rede Wealth, LLC | 0.46% | Reduce -34.9% | 20,471 | $1.4M |
| Balance Wealth Partners LLC | 0.37% | Add +5.3% | 20,380 | $1.4M |
| MN Wealth Advisors, LLC | 0.58% | Reduce -1.4% | 19,897 | $1.4M |
| Cape Investment Advisory, Inc. | 0.36% | Add +10.4% | 19,897 | $1.4M |
| Cooper Financial Group | 0.11% | Reduce -0.1% | 19,804 | $1.3M |
| World Equity Group, Inc. | 0.30% | Reduce -2.4% | 19,545 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.13% | Add +27.7% | 19,407 | $1.3M |
| Elevated Capital Advisors, LLC | 0.36% | Add +18.3% | 19,046 | $1.3M |
| FLP Wealth Management, LLC | 2.28% | Add +7.4% | 18,868 | $1.3M |
| PKS Advisory Services, LLC | 0.20% | Add +64.0% | 18,833 | $1.3M |
| Laurel Oak Wealth Management, LLC | 0.19% | Add +160.3% | 18,805 | $1.3M |
| LexAurum Advisors, LLC | 0.15% | Reduce -0.2% | 18,566 | $1.3M |
| Strategic Financial Concepts, LLC | 0.37% | Reduce -81.0% | 18,339 | $1.2M |
| Vaquero Private Wealth, Ltd. | 0.25% | — | 18,016 | $1.2M |
| ASL Financial, LLC | 0.86% | Add +5.2% | 17,922 | $1.2M |
| Flagship Private Wealth, LLC | 0.43% | Add +68.8% | 17,771 | $1.2M |
| BAM Wealth Management, LLC | 0.75% | Add +0.6% | 17,519 | $1.2M |
| Marino, Stram & Associates LLC | 0.19% | Add +21.2% | 17,507 | $1.2M |
| RCS Financial Planning, LLC | 0.56% | Reduce -4.4% | 17,362 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -15.1% | 17,115 | $1.2M |
| Parkway Wealth Management Group, LLC | 0.13% | Reduce -2.1% | 16,825 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -2.1% | 16,802 | $1.1M |
| GWN Securities Inc. | 0.19% | Add +29.6% | 16,659 | $1.1M |
| Silverlake Wealth Management LLC | 0.22% | Add +63.3% | 16,570 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | New | 16,480 | $1.1M |
| Parsons Capital Management Inc. | 0.05% | New | 16,388 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -5.4% | 16,335 | $1.1M |
| Aegis Wealth Management, Inc. | 0.72% | Add +12.0% | 16,326 | $1.1M |
| Roxbury Financial LLC | 0.87% | Add +11.7% | 16,195 | $1.1M |
| Oregon Pacific Wealth Management, LLC | 1.03% | Add +13.7% | 16,123 | $1.1M |
| StoneX Group Inc. | 0.04% | Add +214.1% | 16,125 | $1.1M |
| Mission Wealth Management, LP | 0.01% | New | 15,840 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +40.1% | 15,682 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.29% | Reduce -9.8% | 15,663 | $1.1M |
| Lane Brothers & Co. Inc. | 0.70% | Reduce -2.9% | 15,623 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +8.5% | 14,945 | $1.0M |
| Americana Partners, LLC | 0.02% | Reduce -2.3% | 14,572 | $991K |
| Cadia Private Client LLC | 0.71% | Add +56.5% | 14,524 | $988K |
| Blue Capital, Inc. | 0.63% | Reduce -20.9% | 14,515 | $987K |
| Vavra Capital Management, LLC | 0.86% | Add +8.2% | 14,499 | $986K |
| Hazlett, Burt & Watson, Inc. | 0.26% | Add +39.8% | 14,201 | $969K |
| Quartz Partners, LLC | 0.32% | Add +1.8% | 14,236 | $968K |
| Main Street Financial Solutions, LLC | 0.06% | New | 14,208 | $966K |
| Bison Wealth, LLC | 0.09% | Reduce -1.6% | 14,257 | $966K |
| Financial Designs Corp | 0.52% | Add +1.4% | 14,136 | $961K |
| Rossby Financial, LCC | 0.18% | Add +84.3% | 14,109 | $960K |
| Riverbend Wealth Management, LLC | 0.48% | Add +2.5% | 13,945 | $948K |
| Vermillion Wealth Management, Inc. | 0.22% | Add +1863.1% | 13,820 | $940K |
| Lockerman Financial Group, Inc. | 1.44% | Add +26.8% | 13,808 | $939K |
| NewEdge Wealth, LLC | 0.01% | Reduce -6.9% | 13,513 | $919K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.38% | Add +11.6% | 13,510 | $919K |
| Fulcrum Equity Management | 0.74% | Add +1.1% | 13,456 | $915K |
| Evolution Wealth Management Inc. | 0.54% | Reduce -29.4% | 13,419 | $913K |
| Seeds Investor LLC | 0.09% | Reduce -6.1% | 13,232 | $900K |
| Atlatl Advisers LLC | 0.21% | Reduce -5.8% | 13,137 | $893K |
| Crusonia Wealth Advisors LLC | 0.14% | Add +107.7% | 12,897 | $877K |
| Bank of Montreal | 0.00% | Add +7709.1% | 12,885 | $876K |
| Blueprint Financial Advisors LLC | 0.10% | Add +8.8% | 12,712 | $865K |
| Blueprint Investment Partners LLC | 0.07% | Add +8.8% | 12,712 | $865K |
| Castleview Partners, LLC | 0.37% | New | 12,446 | $846K |
| VestGen Investment Management | 0.45% | Reduce -9.9% | 12,386 | $842K |
| Spinnaker Investment Group, LLC | 0.13% | New | 12,378 | $842K |
| Arvest Bank Trust Division | 0.04% | New | 12,377 | $842K |
| Ground Swell Capital, LLC | 0.91% | New | 12,219 | $831K |
| Northern Trust Corp. | 0.00% | Add +10.1% | 12,109 | $824K |
| Fiscal Wisdom Wealth Management, LLC | 0.69% | Add +20.6% | 12,001 | $816K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -2.3% | 11,762 | $801K |
| Advisor OS, LLC | 0.05% | Reduce -5.0% | 11,749 | $799K |
| Strathmore Capital Advisors, Inc. | 0.20% | Reduce -0.3% | 11,226 | $761K |
| Moors & Cabot, Inc. | 0.03% | Add +151.1% | 11,154 | $759K |
| Goldstone Financial Group, LLC | 0.07% | New | 10,992 | $748K |
| Pinnacle Family Advisors, LLC | 0.31% | Reduce -0.3% | 10,810 | $735K |
| Stirlingshire Investments, Inc. | 0.54% | Add +2.6% | 10,784 | $733K |
| Almanack Investment Partners, LLC. | 0.09% | New | 10,541 | $717K |
| Midwest Financial Network, LLC | 0.49% | New | 10,525 | $716K |
| TritonPoint Partners, LLC | 0.06% | Reduce -54.4% | 10,496 | $714K |
| SageView Advisory Group, LLC | 0.02% | Reduce -5.8% | 10,488 | $713K |
| Impact Partnership Wealth, LLC | 0.07% | Reduce -26.5% | 10,483 | $713K |
| Johnson Investment Counsel Inc. | 0.01% | Add +32.4% | 10,374 | $706K |
| Strategy Asset Managers LLC | 0.10% | Reduce -15.1% | 10,245 | $697K |
| Empirical Asset Management, LLC | 0.16% | Reduce -6.4% | 10,221 | $695K |
| Legacy Edge Advisors, LLC | 0.06% | Add +0.4% | 10,207 | $694K |
| International Assets Investment Management, LLC | 0.04% | Reduce -4.4% | 9,966 | $673K |
| LongView Wealth Management | 0.17% | Reduce -9.8% | 9,878 | $672K |
| Elevation Wealth Management LLC | 0.50% | Add +0.6% | 9,874 | $672K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -0.4% | 9,821 | $668K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -3.1% | 9,811 | $667K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +521.1% | 9,813 | $667K |
| TRB Wealth Management, LLC | 0.09% | No change | 9,718 | $661K |
| Advisors Capital Management, LLC | 0.01% | Add +19.3% | 9,650 | $656K |
| Madson Wealth Advisors Inc | 0.44% | Reduce -40.5% | 9,601 | $653K |
| Bank of Marin | 0.45% | Reduce -24.0% | 9,503 | $646K |
| Continuum Advisory, LLC | 0.05% | Add +12.4% | 9,177 | $624K |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 9,140 | $622K |
| Novus Advisors, LLC | 1.25% | Reduce -9.2% | 8,842 | $601K |
| Sequent Planning LLC | 0.13% | Add +2.3% | 8,636 | $587K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -31.0% | 8,418 | $572K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -62.1% | 8,344 | $567K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +40.5% | 8,270 | $562K |
| Entrewealth, LLC | 0.21% | New | 8,070 | $561K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +74.1% | 8,193 | $557K |
| Independent Advisor Alliance | 0.01% | Reduce -91.1% | 8,101 | $551K |
| Mosley Wealth Management | 0.17% | Reduce -89.2% | 7,894 | $537K |
| Orgel Wealth Management, LLC | 0.01% | New | 7,869 | $535K |
| Stewardship Advisors, LLC | 0.11% | Add +18.1% | 7,666 | $521K |
| TFB Advisors LLC | 0.23% | Add +1.1% | 7,662 | $521K |
| COFG Advisors, LLC | 0.09% | Add +35.0% | 7,653 | $520K |
| Pacific Excel Wealth Advisors, Inc. | 0.20% | Reduce -65.6% | 7,640 | $520K |
| Heritage Family Offices, LLP | 0.20% | Reduce -6.1% | 7,640 | $520K |
| E&G Advisors, LLC | 0.10% | Reduce -1.3% | 7,528 | $512K |
| NCM Capital Management, LLC | 0.16% | New | 7,500 | $510K |
| Fisher Asset Management | 0.00% | New | 7,474 | $508K |
| Wealthspire Advisors, LLC | 0.00% | Add +37.7% | 7,457 | $507K |
| Centennial Advisors, LLC | 0.57% | Add +62.1% | 7,004 | $476K |
| Veracity Capital LLC | 0.13% | Add +0.8% | 6,914 | $470K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +232.1% | 6,662 | $453K |
| Atlas Brown,Inc. | 0.12% | Add +33.3% | 6,631 | $451K |
| Prostatis Group LLC | 0.10% | Add +29.3% | 6,553 | $446K |
| Squarepoint Ops LLC | 0.00% | New | 6,553 | $446K |
| New Republic Capital, LLC | 0.10% | Reduce -1.6% | 6,527 | $444K |
| AA Financial Advisors, LLC | 0.05% | Add +4.8% | 6,501 | $442K |
| Facet Wealth, Inc. | 0.01% | Reduce -5.0% | 6,401 | $435K |
| Islay Capital Management, LLC | 0.20% | New | 6,275 | $427K |
| Brand Asset Management Group, Inc. | 0.09% | Reduce -4.8% | 6,274 | $427K |
| Winthrop Advisory Group LLC | 0.03% | New | 6,239 | $424K |
| First Trust Advisors LP | 0.00% | Add +8.5% | 6,198 | $422K |
| KPP Advisory Services LLC | 0.05% | Add +12.5% | 6,171 | $420K |
| Wells Financial Advisors INC | 3.89% | Reduce -32.5% | 6,163 | $419K |
| Adelphi Trust Co | 0.28% | No change | 6,091 | $414K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 6,065 | $412K |
| Simon Quick Advisors, LLC | 0.02% | New | 5,953 | $405K |
| Investment Partners Asset Management, Inc. | 0.22% | Reduce -11.5% | 5,902 | $401K |
| Kelly Financial Group LLC | 0.09% | Reduce -0.7% | 5,865 | $399K |
| Bryant Woods Investment Advisors, LLC | 0.11% | Add +43.2% | 5,775 | $393K |
| RHS Financial, LLC | 0.16% | Add +1.5% | 5,772 | $393K |
| Mainstream Capital Management LLC | 0.24% | Add +0.3% | 5,768 | $392K |
| Team Financial Group, LLC | 0.17% | Add +56.1% | 5,762 | $392K |
| Kingdom Financial Group LLC. | 0.10% | Reduce -11.8% | 5,747 | $391K |
| Savant Capital, LLC | 0.00% | New | 5,731 | $390K |
| Capital Advisor Network LLC | 0.49% | Add +1.1% | 5,718 | $389K |
| Objective Capital Management, LLC | 0.34% | Add +12.4% | 5,710 | $388K |
| Russell Investments Group, Ltd. | 0.00% | Add +81.2% | 5,685 | $387K |
| Van Diest Capital, LLC | 0.34% | Reduce -4.2% | 5,593 | $380K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -1.2% | 5,523 | $376K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -2.5% | 5,469 | $372K |
| Kraft, Davis & Associates, LLC | 0.08% | Add +27.2% | 5,531 | $371K |
| Insigneo Advisory Services, LLC | 0.01% | Add +5.9% | 5,444 | $370K |
| Global Financial Private Client, LLC | 0.10% | Reduce -7.2% | 5,313 | $361K |
| Fortis Advisors, LLC | 0.17% | Reduce -13.7% | 5,293 | $360K |
| Fiduciary Financial Advisors | 0.04% | New | 5,285 | $359K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 5,231 | $355K |
| Pathstone Holdings, LLC | 0.00% | New | 5,197 | $353K |
| Cowa, LLC | 0.10% | Reduce -50.8% | 5,172 | $352K |
| Ieq Capital, LLC | 0.00% | Reduce -42.3% | 5,155 | $351K |
| FSA Advisors, Inc. | 0.15% | Add +7.5% | 4,923 | $335K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +11.6% | 4,975 | $333K |
| Tailwinds Wealth, LLC | 0.20% | New | 4,897 | $333K |
| Proactive Wealth Strategies LLC | 0.05% | Reduce -3.7% | 4,781 | $325K |
| Midwest Heritage Bank, FSB | 0.09% | No change | 4,745 | $323K |
| Zions Bancorporation, National Association | 0.02% | No change | 4,709 | $320K |
| Macroview Investment Management LLC | 0.20% | Add +32.1% | 4,660 | $317K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -2.8% | 4,645 | $316K |
| Fiduciary Alliance LLC | 0.02% | Reduce -1.3% | 4,629 | $315K |
| PSI Advisors, LLC | 0.07% | Add +31.5% | 4,610 | $314K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 4,568 | $311K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | No change | 4,416 | $300K |
| Oak Barrel Wealth Advisory LLC | 0.13% | — | 4,415 | $300K |
| Moneco Advisors, LLC | 0.02% | New | 4,398 | $299K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +15.2% | 4,394 | $299K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -0.2% | 4,314 | $293K |
| Western Financial Corp | 0.09% | Reduce -6.3% | 4,277 | $291K |
| Goelzer Investment Management, Inc. | 0.01% | Add +18.3% | 4,232 | $288K |
| Plan Group Financial, LLC | 0.06% | Reduce -28.7% | 4,203 | $286K |
| Tucker Asset Management LLC | 0.07% | Reduce -4.6% | 4,180 | $284K |
| BDFS Capital LLC | 0.12% | Add +8.8% | 4,134 | $281K |
| J Hagan Capital, Inc. | 0.13% | New | 3,968 | $270K |
| Bridgewealth Advisory Group, LLC | 0.05% | New | 3,955 | $269K |
| URS Advisory LLC | 0.15% | Reduce -5.1% | 3,948 | $268K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 3,930 | $267K |
| Aventura Private Wealth, LLC | 0.08% | Add +147.7% | 3,928 | $267K |
| Bokf, NA | 0.00% | New | 3,877 | $264K |
| Procyon Advisors, LLC | 0.01% | Reduce -8.1% | 3,810 | $259K |
| Prosperity Planning, Inc. | 0.08% | Reduce -4.3% | 3,777 | $257K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -6.3% | 3,769 | $256K |
| MBL Wealth, LLC | 0.02% | New | 3,700 | $252K |
| Westover Capital Advisors, LLC | 0.04% | Add +6.4% | 3,698 | $252K |
| Stanich Group LLC | 0.16% | New | 3,697 | $251K |
| Empower Advisory Group, LLC | 0.00% | New | 3,675 | $250K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -45.7% | 3,603 | $245K |
| Stonebridge Financial Group, LLC | 0.03% | — | 3,601 | $244K |
| Wellment Financial | 0.28% | Reduce -7.8% | 3,587 | $244K |
| Luminvest Wealth Management LLC | 0.06% | New | 3,550 | $241K |
| Essex Financial Services, Inc. | 0.01% | Add +1.1% | 3,537 | $241K |
| CV Advisors LLC | 0.05% | New | 3,535 | $240K |
| Trail Ridge Investment Advisors, LLC | 0.10% | New | 3,513 | $239K |
| Opal Wealth Advisors, LLC | 0.05% | Add +13.9% | 3,486 | $237K |
| Signaturefd, LLC | 0.00% | Reduce -2.3% | 3,461 | $235K |
| Merited Wealth, LLC | 0.17% | Reduce -5.3% | 3,437 | $234K |
| Redwood Financial Network Corp | 0.13% | New | 3,389 | $231K |
| Financial Partners Group, Inc | 0.02% | New | 3,327 | $226K |
| Pines Wealth Management, LLC | 0.06% | New | 3,303 | $225K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +9.8% | 3,301 | $225K |
| REAP Financial Group, LLC | 0.04% | Add +0.2% | 3,265 | $222K |
| Freedom Investment Management, Inc. | 0.06% | New | 3,256 | $221K |
| Avail Investment Partners, LLC | 0.17% | New | 3,231 | $220K |
| Investment Research Partners LLC | 0.07% | New | 3,231 | $220K |
| 180 Wealth Advisors, LLC | 0.02% | New | 3,223 | $219K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 3,208 | $218K |
| Newport Capital Group, LLC | 0.12% | New | 3,181 | $216K |
| Fermata Advisors, LLC | 0.04% | New | 3,169 | $216K |
| Waterfront Wealth Inc. | 0.03% | New | 3,120 | $213K |
| Evergreen Capital Management LLC | 0.00% | Reduce -29.6% | 3,112 | $212K |
| IMA Advisory Services, Inc. | 0.01% | Reduce -96.7% | 3,078 | $209K |
| United Community Bank | 0.06% | Add +1605.0% | 3,069 | $209K |
| Quantify Chaos Advisors, LLC | 0.59% | New | 3,062 | $208K |
| LifeSteps Financial, Inc. | 0.10% | New | 3,052 | $208K |
| Next Level Private LLC | 0.04% | New | 3,013 | $205K |
| Crewe Advisors LLC | 0.01% | Add +10.9% | 2,988 | $203K |
| B&D White Capital Company, LLC | 0.02% | New | 2,956 | $201K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Reduce -3.9% | 2,803 | $191K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 2,513 | $171K |
| SouthState Bank Corp | 0.01% | New | 2,484 | $169K |
| Glenmede Trust Co. NA | 0.00% | New | 2,459 | $167K |
| Vanguard Advisers Inc. | 0.00% | Add +50.8% | 2,421 | $165K |
| Clark Wealth Partners | 0.09% | No change | 2,272 | $155K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,175 | $148K |
| Wellington-Altus USA Inc. | 0.10% | No change | 2,450 | $143K |
| Lanark Financial, Inc. | 0.01% | Add +2.6% | 2,088 | $142K |
| Family Legacy Financial Solutions, LLC | 0.07% | New | 1,786 | $121K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 1,655 | $113K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +6496.0% | 1,649 | $112K |
| Godfrey Financial Associates, Inc. | 0.08% | Add +16.8% | 1,631 | $111K |
| Bessemer Group Inc. | 0.00% | Add +242.7% | 1,525 | $104K |
| Bogart Wealth, LLC | 0.00% | Add +1.9% | 1,504 | $102K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,496 | $101K |
| Gilpin Wealth Management, LLC | 0.07% | Add +2364.4% | 1,454 | $99K |
| Silver Grove Financial Group, Inc. | 0.05% | New | 1,425 | $97K |
| Ameriflex Group, Inc. | 0.04% | Reduce -5.1% | 1,365 | $93K |
| Advocate Investing Services LLC | 0.07% | Add +190.2% | 1,335 | $91K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,327 | $90K |
| Larson Financial Group LLC | 0.00% | No change | 1,286 | $87K |
| Collier Financial | 0.06% | Reduce -30.9% | 1,271 | $86K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,157 | $79K |
| Harbor Asset Planning, Inc. | 0.06% | Add +0.2% | 1,120 | $76K |
| Tidemark, LLC | 0.02% | No change | 1,108 | $75K |
| Tompkins Financial Corp. | 0.01% | No change | 1,105 | $75K |
| Signature Equity Partners, LLC | 0.03% | Reduce -1.8% | 1,102 | $75K |
| CENTRAL TRUST Co | 0.00% | Add +384.8% | 1,052 | $72K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +18.0% | 1,005 | $68K |
| StrongBox Wealth, LLC | 0.02% | New | 1,000 | $68K |
| Cordant, Inc. | 0.02% | New | 956 | $65K |
| Decker Retirement Planning Inc. | 0.02% | New | 956 | $65K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 963 | $65K |
| NFSG Corp | 0.01% | No change | 950 | $65K |
| Montgomery Financial Services LLC | 0.06% | — | 933 | $63K |
| Bank & Trust Co | 0.04% | No change | 906 | $62K |
| Westside Investment Management, Inc. | 0.01% | New | 781 | $53K |
| JNBA Financial Advisors | 0.00% | Add +0.3% | 765 | $52K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 755 | $51K |
| Strive Financial Group ,LLC | 0.02% | New | 690 | $47K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 624 | $42K |
| Innovative Asset Advisors Group, LLC | 0.02% | Reduce -25.0% | 600 | $41K |
| NBH Bank | 0.02% | — | 578 | $39K |
| Hurley Capital, LLC | 0.02% | Add +0.2% | 560 | $38K |
| Webster Bank, N. A. | 0.00% | No change | 510 | $35K |
| Benson Wealth Management INC | 0.03% | No change | 489 | $33K |
| Smithfield Trust Co | 0.00% | No change | 477 | $32K |
| NorthAvenue LLC | 0.02% | Reduce -19.3% | 456 | $31K |
| Asset Dedication, LLC | 0.00% | No change | 456 | $31K |
| Nemes Rush Group LLC | 0.00% | No change | 444 | $30K |
| Signature Resources Capital Management, LLC | 0.01% | Add +72.8% | 439 | $30K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 421 | $29K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -8.8% | 414 | $28K |
| Hollencrest Capital Management | 0.00% | New | 412 | $28K |
| National Bank of Canada | 0.00% | Add +109.3% | 404 | $27K |
| SHP Wealth Management | 0.00% | New | 400 | $27K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 398 | $27K |
| Chesapeake Asset Management LLC | 0.02% | No change | 386 | $26K |
| Clearstead Advisors, LLC | 0.00% | Reduce -86.8% | 375 | $26K |
| Abound Wealth Management | 0.00% | No change | 351 | $24K |
| Networth Advisors, LLC | 0.01% | Add +9.6% | 342 | $23K |
| Godsey & Gibb, Inc. | 0.00% | No change | 307 | $21K |
| Park Place Capital Corp | 0.00% | No change | 304 | $21K |
| Coppell Advisory Solutions LLC | 0.00% | New | 28,525 | $20K |
| Addison Advisors LLC | 0.01% | No change | 287 | $20K |
| Pittenger & Anderson Inc. | 0.00% | New | 286 | $19K |
| Operose Advisors LLC | 0.00% | No change | 277 | $19K |
| Fourth Dimension Wealth, LLC | 0.01% | New | 271 | $18K |
| Johnson Financial Group, Inc. | 0.00% | Add +263.9% | 262 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 252 | $17K |
| First Pacific Financial | 0.00% | New | 237 | $16K |
| Compass Financial Management LLC | 0.00% | — | 235 | $16K |
| Monetary Solutions, Ltd | 0.01% | New | 233 | $16K |
| AlphaCore Capital LLC | 0.00% | New | 220 | $15K |
| Crews Bank & Trust | 0.00% | No change | 204 | $14K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 203 | $14K |
| Archer Investment Corp | 0.00% | Add +90.2% | 194 | $13K |
| Ankerstar Wealth, LLC | 0.01% | No change | 192 | $13K |
| Basepoint Wealth LLC | 0.01% | New | 187 | $13K |
| MCF Advisors LLC | 0.00% | New | 184 | $13K |
| Financial Gravity Companies, Inc. | 0.00% | — | 172 | $12K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -80.3% | 170 | $12K |
| Birchwood Financial Partners, Inc. | 0.01% | Reduce -80.1% | 166 | $11K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 160 | $11K |
| Trust Co. of Vermont | 0.00% | — | 146 | $10K |
| Simplex Trading, LLC | 0.00% | New | 144 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +58.9% | 143 | $10K |
| CX Institutional | 0.00% | New | 128 | $9K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 122 | $8K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 103 | $7K |
| Founders Capital Management | 0.00% | New | 102 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $7K |
| Avion Wealth | 0.00% | No change | 95 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -66.1% | 84 | $6K |
| Downshift Financial, LLC | 0.00% | New | 85 | $6K |
| Alerus Financial NA | 0.00% | No change | 75 | $5K |
| Institute for Wealth Management, LLC. | 0.00% | New | 73 | $5K |
| Register Financial Advisors LLC | 0.00% | New | 66 | $4K |
| UMB Bank, n.a. | 0.00% | No change | 64 | $4K |
| Chelsea Counsel Co. | 0.00% | No change | 63 | $4K |
| First Horizon Corp. | 0.00% | No change | 50 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +206.3% | 49 | $3K |
| NBT Bank, N.A. | 0.00% | Reduce -81.6% | 45 | $3K |
| Alpine Bank Wealth Management | 0.00% | New | 44 | $3K |
| Orion Capital Management LLC | 0.00% | No change | 27 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 18 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 16 | $1K |
"% of holder's portfolio" is DYNF's weight in each manager's 13F, not the share of Ishrs US E F R A ETF-Usd Inc. the manager owns.